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Salesforce

2,769 hedge funds and large institutions have $179B invested in Salesforce in 2025 Q3 according to their latest regulatory filings, with 200 funds opening new positions, 1,137 increasing their positions, 1,207 reducing their positions, and 296 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

15% less capital invested

Capital invested by funds: $209B → $179B (-$30.5B)

28% less funds holding in top 10

Funds holding in top 10: 5439 (-15)

32% less first-time investments, than exits

New positions opened: 200 | Existing positions closed: 296

Holders
2,769
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
39
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.79B
Puts
$5.79B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BMCM
2401
Black Maple Capital Management
Wisconsin
$237K
CWIG
2402
Chung Wu Investment Group
Texas
$237K
FA
2403
Faithward Advisors
Pennsylvania
$236K
CS
2404
Capital Square
Tennessee
$235K
FF
2405
Francis Financial
$234K
ACA
2406
Aspire Capital Advisors
Washington
$233K
WAM
2407
Weinberger Asset Management
California
$232K
TCM
2408
Traynor Capital Management
Pennsylvania
$231K
SIS
2409
Sound Income Strategies
Florida
$231K
AAMA
2410
Advanced Asset Management Advisors
Ohio
$231K
ECM
2411
Elgethun Capital Management
South Dakota
$231K
SIM
2412
SSI Investment Management
California
$231K
FA
2413
Fermata Advisors
California
$230K
OC
2414
Opinicus Capital
Florida
$228K
ZIC
2415
ZWJ Investment Counsel
Georgia
$228K
MWM
2416
Momentous Wealth Management
Washington
$228K
OR
2417
Olympiad Research
Connecticut
$227K
WTA
2418
Washington Trust Advisors
Massachusetts
$227K
CAM
2419
Congress Asset Management
Massachusetts
$227K
MWA
2420
Motive Wealth Advisors
Michigan
$226K
SG
2421
Somerset Group
Minnesota
$226K
TWM
2422
Topsail Wealth Management
North Carolina
$226K
PAM
2423
PVG Asset Management
Colorado
$226K
SSIM
2424
Sheets Smith Investment Management
Texas
$226K
ONSWM
2425
Old North State Wealth Management
North Carolina
$225K